"Autopilot" with Will Summerlin cover image

Powering AI: Energy Bottlenecks, Hyperscalers, & AGI w/ Freda Duan, Principal at Altimeter Capital

"Autopilot" with Will Summerlin

00:00

Analysis of AI Capital Expenditure and Infrastructure Allocation

Exploring the notable capital expenditure on AI by tech giants compared to other industries, with a spotlight on public cloud spending, chip costs, and implications for profit margins.

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